Resources Module

Introduction

An organisation has certain mandatory resources, such as computer systems, printers, rooms and more. Management of these resources and keeping a record of this helps the organisation in cutting down extra expenses. Tactic ERP & CRM software helps the users in managing their organisational resources as well. The users can easily add a good number of resources very easily, without having to face much complexity. The primary purpose of resources module is to create a manage resources that are associated with the organisation, such as rooms, cars, computers, printers and etc.

Installation

There is no need of installing this module, as it is already included within Tactic services.

Setup

For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup – > Module. The users then need to click on Activate. The modules will be activated after completing this step. The settings icon will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.

Functionalities of Resources Module

• Management of list of resources
• Adding notes to resources
• Linking documents to resources
• Linking events to resources

Creation of Resources

The creation of resources can be performed though the Tools menu. The option of New Resources need to be selected for creating a new company resource. All the important criteria need to be filled with the resource information.

Dictionaries

Different entities of resources can be added from this module. An organisation can have different types of resources, therefore, the user can enlist different types of resources from dictionary module for associating Tactic with the business more appropriately.

Permissions for resources

Permissions for resources module can be modified by the users as per the organisational requirements. The primary permission settings associated with resource module are:

• Permission of reading resources
• Creating resources
• Modifying resources
• Deleting resources
• Linking resources with events and agendas

Resource properties

Name	Resource names are mandatory and need to be incorporated for creating a resource
Resource type	Resource types can be added or modified from the dictionary module. It can them be chosen, while creating a resource.
Resource description	There is a need of a brief description about the resources
Public note	Public notes can be added
Private note	Private notes can be added
Contacts	A number of contacts can be added to a resources, the contacts can be associated with third parties. A contact and users can share same role or have different roles. The users can add as much contacts as they want as there is no limitation.
Users	Multiple users can be added to a resource. This defines that the user is in charge of maintaining that particular resource.
Linked files	More than one file can be added to the resources
URL	Multiple URLs can also be linked to one resources
Events	Resources can be assigned to different agendas and events